+57.3%
LLY vs ASX
+144.4%
-87.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.6% | +0.2% |
| 7D | +10.1% | -14.6% | +24.7% | +8.5% |
| 30D | +24.0% | -21.1% | +45.1% | +21.8% |
| 3M | +27.3% | -3.1% | +30.4% | +27.2% |
| 6M | +47.0% | +17.4% | +29.6% | +47.7% |
| YTD | +32.6% | +135.3% | -102.7% | +44.6% |
| 1Y | +57.3% | +146.5% | -89.2% | +72.1% |
| All | +57.3% | +144.4% | -87.1% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ASX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling